A video tour of Timeline, the sustainable withdrawal app

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This video walks you through how to create a new client scenario of Timeline, the sustainable withdrawal rate app.

We input a client’s details and examined the following results including;

  • Historical sustainable withdrawal for each rolling time periods since 1900
  • Balance Page, which shows the nominal and real (inflation-adjusted) year-end balance of the portfolio under various historical market scenarios.
  • Income Page, which shows the nominal and real (inflation-adjusted) annual income withdrawal from the portfolio of under various historical market scenarios.
  • Longevity Analysis page which shows the client’s chances of living until a given age, and the odds of your portfolio lasting that long!

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